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iShares 5-10 Year Investment Grade Corporate Bond ETF

530 hedge funds and large institutions have $9.04B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 176

5% less capital invested

Capital invested by funds: $9.48B → $9.04B (-$444M)

3% less funds holding

Funds holding: 544530 (-14)

4.24% less ownership

Funds ownership: 83.93%79.69% (-4.2%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

Holders
530
Holders Change
-14
Holders Change %
-2.57%
% of All Funds
9.28%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.74%
New
40
Increased
205
Reduced
176
Closed
45
Calls
$142M
Puts
Net Calls
+$142M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Barber Financial Group
Kansas
$1.34M -$6.8K -112 -0.5%
VST
227
Van Strum & Towne
California
$1.34M +$1.35M +22,275 New
RIA
228
Realta Investment Advisors
Delaware
$1.3M +$116K +1,916 +10%
CPO
229
Cerity Partners OCIO
New York
$1.3M -$63K -1,038 -5%
IWC
230
Integrated Wealth Concepts
Massachusetts
$1.28M +$64.3K +1,058 +5%
DP
231
Dearborn Partners
Illinois
$1.28M +$182 +3 +0%
PAMS
232
Pictet Asset Management (Switzerland)
Switzerland
$1.28M +$1.29M +21,250 New
BCWM
233
Bartlett & Co Wealth Management
Ohio
$1.27M -$199K -3,275 -13%
BC
234
Bartlett & Co
Ohio
$1.26M -$199K -3,275 -13%
SPC
235
Sigma Planning Corp
Michigan
$1.25M -$276K -4,539 -18%
ACS
236
Archford Capital Strategies
Illinois
$1.25M +$190K +3,120 +18%
EIG
237
Ellenbecker Investment Group
Wisconsin
$1.24M -$173K -2,849 -12%
HPC
238
HM Payson & Co
Maine
$1.22M
AFS
239
Annapolis Financial Services
Maryland
$1.2M
PIMG
240
Patriot Investment Management Group
Tennessee
$1.19M -$74.2K -1,221 -6%
SWM
241
Spire Wealth Management
Virginia
$1.15M -$21.6K -356 -2%
FHA
242
First Horizon Advisors
Tennessee
$1.14M +$356K +5,853 +45%
ATC
243
Argent Trust Co
Tennessee
$1.14M
AA
244
Apriem Advisors
California
$1.11M +$243 +4 +0%
BA
245
Bellwether Advisors
Nebraska
$1.11M
State Street
246
State Street
Massachusetts
$1.1M
SFG
247
StrategIQ Financial Group
Indiana
$1.08M -$14.2K -233 -1%
SAS
248
Sanford Advisory Services
Michigan
$1.08M -$58.5K -963 -5%
FA
249
FC Advisory
Pennsylvania
$1.07M +$2.85K +47 +0.3%
LWM
250
Loveless Wealth Management
Montana
$1.07M +$182 +3 +0%

IGIB Hedge Fund Activity: Q3 2021 in Review

530 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2021, worth a combined $9.04B — down 4.7% from $9.48B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 40 opened new positions — a net loss of 5 holders — while 176 trimmed existing stakes and 205 added.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $228M. The largest seller was BlackRock, cutting an estimated $392M.

  • 530 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2021, down from 544 in Q2 2021.
  • Funds reported $9.04B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 45 closed out, a net change of -5 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Meiji Yasuda Life Insurance, an estimated $228M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2021.